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Merrill
resource hub

For financial professional use only. Not for public distribution and not for use by retail investors.

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Nuveen resources

Thought leadership: (7)

Document	Approval code	Audience	Piece Type	Expiration Date
Busting the myth of Social Security insolvency 12 Dec 2025 The truth is that Social Security is not going away, although it will need some big changes.	ML25-005722	Public	Advisor education - workbook	28 Jul 2026
Top wealth transfer questions for business owners 19 Nov 2025 Five important factors for business owners to consider.	ML25-008803	Public	Advisor education - workbook	21 Nov 2026
Tax optimization strategies for maximum impact 04 Nov 2025 Offer clients sound guidance with relevant tax strategies and timing.	ML25-009003	Financial professional use only	Advisor education - workbook	03 Dec 2026
A multiyear approach makes the most of tax smart strategies 14 Oct 2025 The deliberate timing of relevant strategies helps you optimize their benefits.	ML25-008900	Public	Advisor education - workbook	01 Dec 2026
Give to get: Strengthen your referral network through education 04 Sep 2025 Leverage your professional relationships to serve your clients more comprehensively.	ML25-009295	Public	Advisor education - workbook	16 Dec 2026
Choosing the right investment vehicle 03 Jun 2025 Achieving your financial goals often starts with choosing an investment vehicle that closely aligns with your investing needs and ...	ML25-004945	Public	Brochure	20 Jun 2026
Four key wealth transfer considerations 29 Apr 2025 Conversations that may provide valuable clarity as clients plan for their family’s future. Contact Eva Calabrese for additional in...	ML25-002925	Public	Advisor education - workbook	15 Apr 2026